AKR aims to secure at least 10-15% of Bt3b power transformer procurement from Metropolitan Electricity (MEA)& Provincial Electricity authority (PEA) in 2H, expects demand for replacement accelerate following fire incident at Sampheng market on Sunday.

Comment: Really? That fire incident is nothing, the company/news is rubbish.

CKP anticipates strong 2Q/3Q earnings from higher power gen efficiency at Xayaburi & Nam Nguem hydro pp in Lao supported by higher inflows from heavy rain fall, plans to drive total capacity to 4.8GW by eo-FY21 from current 3.6GW.

MAJOR upbeats outlook from higher ticket sales as curbs eased, increases showtime to 6-7 rounds/day from current 4-5, Minnion 2, Bullet Train, Thor, Love Destiny 2 (Buppesanniwat 2), Avatar 2 to boost 2H earnings.

Comment: No, its top gun 2, tom cruise has saved the world

RATCH sets 10K MW total capacity target within 2025, with 25% in alternative energy from 15% currently.

SPRIME invests Bt213m in Sun Tower office’s commercial area total 943 sq.m under 26 year & 6 months lease term.

Thai Life Insurance TLI sets IPO price at Bt16 for 2,155m share, both local and foreign institution subs from 11-14 July.

Comment: This is going to be YUGE, not sure how it will perform on the first day.

TIDLOR sees no financial impact if Consumer Board imposed 20% interest cap on motorbike HP as earnings driven by auto title loans, commercial vehicles, consumer credits & auto insurance brokerage.

Comment: They are performing incredibly well, but the sector is unloved.

TNP launches online grocery sales via Lazada, expects higher sales from larger coverage, firms on plan to add 6 supermarket this year tally to 44 branches by end of year.

Comment: Quietly going about their business dominating northern thailand

  1. I imagine TLI’s reception will be based somewhat on its pricing, meaning, in part, its yield. As you say, it is a huge issue – 32 billion thb; so will depend a lot on how well the listing is managed.

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